New England Wealth Advisors logo

New England Wealth Advisors Employee Directory

Financial ServicesNew Hampshire, United States2-10 Employees

New England Wealth Advisors is a financial services firm based in Merrimack, New Hampshire. Founded in 1987 by Donald M. Roy, the company provides comprehensive financial planning, implementation, and wealth management services to individuals and organizations. Its approach centers on helping clients define achievable goals, establish milestones, and chart a course aligned with their values and risk tolerance, while maintaining flexibility to make principled adjustments as conditions change. The firm operates in a context where it offers guidance through a long-standing advisory practice and emphasizes a disciplined, client-focused process. As part of its structure, it partners with Raymond James Financial Services for certain securities offerings, while noting that not all services are available in every state and that tax or legal advice should be sought from appropriate professionals.

Find New England Wealth Advisors employees' phone numbers or email addresses

New England Wealth Advisors Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Europe
1

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  • Spain
    1

New England Wealth Advisors's Leadership

  • Stylized image of a person
    C. W.
    Senior Investment Services Representative & Insurance Specialist
  • Stylized image of a person
    S. M.
    Wealth Advisor
  • Stylized image of a person
    J. K.
    Investment Services Representative
  • Stylized image of a person
    M. W.
    Client Concierge And Administrative Assistant

New England Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from New England Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. W.
    Senior Investment Services Representative & Insurance Specialist
    United StatesNew Hampshire
    Oct 19, 2025
  • Stylized image of a person
    S. M.
    Wealth Advisor
    United StatesNew Hampshire
    Jun 26, 2026
  • Stylized image of a person
    J. K.
    Investment Services Representative
    United StatesNew Hampshire
    Oct 16, 2024
  • Stylized image of a person
    M. W.
    Client Concierge And Administrative Assistant
    United StatesMassachusetts
    Aug 04, 2024

Frequently Asked Questions

What is New England Wealth Advisors known for?

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New England Wealth Advisors was founded in 1987 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore New England Wealth Advisors's company overview page for more information.

What is New England Wealth Advisors's most common email format?

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New England Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more New England Wealth Advisors email formats with LeadIQ.

How many employees does New England Wealth Advisors have currently?

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New England Wealth Advisors has approximately 5 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are New England Wealth Advisors's key employees and leadership?

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As of July 2026, New England Wealth Advisors's key employees include:

  • Senior Investment Services Representative & Insurance Specialist: C. W.
  • Wealth Advisor: S. M.
  • Investment Services Representative: J. K.
  • Client Concierge And Administrative Assistant: M. W.

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